Having an estate plan ensures that your assets, interests, and those you care about are protected after you die. Unfortunately, many individuals make costly mistakes without proper advice and guidance from a qualified estate planner. Beyond undermining your intent and…
In most cases, people's lives follow predictable patterns. Your concerns are probably different at 60 than they were at 40. You may be looking at retiring soon, considering the potential for needing long-term care, or leaving your assets to the…
Protection of your children’s and grandchildren’s inheritance from creditors can be accomplished through estate planning. A simple way to achieve inheritance protection is through a trust. A trust can pass your wealth bypassing probate. This allows specific trust provisions to…
Wills and trusts have specific and quite different benefits for estate planning purposes. Each state has specific laws and regulations governing these legal documents. You can have both a will and a trust; however, the information in each should compliment…